Info

NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
RSS Feed
NextGen Planners
2024
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: January, 2024
Jan 26, 2024

In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. 

Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals. 

Join our community: www.nextgenplanners.co.uk

Jan 19, 2024

In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft. 

Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this. 

Join our community: www.nextgenplanners.co.uk

 

Jan 12, 2024

In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale.

Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. 

Join our community: www.nextgenplaners.co.uk

 

Jan 5, 2024

In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. 

Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. 

Join our community: www.nextgenplanners.co.uk

1